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FOURTHOUGHT FINANCIAL PARTNERS, LLC.
CRD 323060 · SEC 801-126759
310 W. VENICE AVENUE, SUITE 201, VENICE, FL, 34285, United States
Phone
941-408-8557
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.93B
Discretionary AUM
$1.93B
Team
20 total employees; 20 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; REV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 569 | $186.9M |
| High net worth individuals | 401 | $1.54B |
| Pension/profit sharing plans | 8 | $5.3M |
| Charitable organizations | 7 | $44.6M |
| Corporations/business entities | 17 | $148.6M |
States served
AZ, CA, CO, GA, IL, IN, IA, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, VA, WV, WI, WA, TX, NH, CT, FL
All web addresses on file
- http://fourthought.com/
- https://www.facebook.com/fourthoughtfinancialplanning/
- https://twitter.com/focusfinancial
- https://focusfinancialpartners.com
- https://www.linkedin.com/company/focus-financial-partners
- https://www.youtube.com/channel/UCUfLugBKEnR5Z2aC4L8EN5A
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FOURTHOUGHT-PRIVATE-WEALTH
Official SEC filing: View on IAPD